+89.6%
AXP vs HSY
+11.7%
+78.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | -0.6% | +3.8% | -4.5% | -1.0% |
| 30D | +5.0% | +6.9% | -1.9% | +4.4% |
| 3M | -4.2% | -4.1% | -0.2% | -4.0% |
| 6M | +2.9% | -5.0% | +7.9% | +3.2% |
| YTD | -11.6% | -2.3% | -9.3% | -12.1% |
| 1Y | -11.1% | +6.1% | -17.2% | -12.4% |
| 3Y | +116.7% | -0.7% | +117.4% | +112.7% |
| 5Y | +89.6% | +9.9% | +79.7% | +64.6% |
| All | +89.6% | +11.7% | +78.0% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling